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About Braun

I have been a client of Braun Financial since 1977. During these past 23 years, Braun Financial has provided me with excellent exemplary reliable service. Their beneficial assistance on my behalf included the prudent and wise choice of investments, invaluable council whenever I sought it. All of these tasks could never have been accomplished without their help. In addition to all of this, Braun Financial has always walked the extra mile, giving service far beyond what is required. I have been truly privileged to find this excellent company, who has invested so much effort and interest on my behalf.

L.J.

Braun Financial was formed by Clifford Braun in 1977. Cliff built his Company by attracting clients who appreciated his commitment to personalized service and thoughtful concern for people. In 1986, Cliff was joined by Rosalie Leischner who acted as his assistant. In 1999, Rosalie and Dave Terpening purchased the firm from the Braun family.

Rosalie and Dave combine over 32 years of experience in the financial services industry. Their backgrounds and experience in various areas combine to create a team that is uniquely able to provide you and your family with a high degree of expertise, while maintaining the strong service orientation that our firm's reputation is built on.

Today, Braun Financial offers comprehensive financial planning to a very diverse group of individuals and families. Our clientele include people in all stages of life, from young families working to build their financial foundation to established families working toward their retirement as well as retired people who are enjoying the lifestyle of their choice in their retirement years.

Dave and Rosalie are committed to continuously upgrading their professional skills. They both attend seminars and workshops in excess of industry requirements to ensure that they can offer you the most up-to-date techniques and strategies in all areas of financial planning. As well, we team with individuals in the legal and accounting professions when specialised knowledge in law and taxation is appropriate. Alternatively, we are happy to work with the professional advisors that you now use to ensure that your needs are met in the best fashion.

Each client and family has different goals and aspirations. We at Braun Financial recognize these differences and create financial programs that suit each situation. For our existing clients, we highly recommend a program review on at least an annual basis. If you have not met with us this year, we urge you to contact our office to arrange an appointment.

If you are new to Braun Financial, please feel free to call and discuss your particular situation. Many of our clients became so as the result of a short initial meeting to review some aspect of their existing investment or insurance program. They have remained with us because, we are told, we are different from larger, more transaction based firms.

To our clients, we hope that you will use this website to introduce your friends, relatives and associates to Braun Financial. The majority of our new clients are introduced to us by our existing ones. We prefer spending our time working to the benefit of our existing clients and so rely on you to introduce us to people that may benefit by meeting with us.